Balance Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Balance Wealth’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.34K	Buy	+141	New	+$3.43K	﹤0.01%	699

Other funds holding SCHR

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Balance Wealth's SCHR Position: Q3 2026 in Review

Balance Wealth opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 141 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Balance Wealth held 141 shares of Schwab Intermediately-Term US Treasury ETF worth $3.34K as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new Balance Wealth position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #699 holding.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.